+398.8%
OSCR vs ONTO
+115.7%
+283.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | -0.2% |
| 7D | +1.6% | +4.9% | -3.3% | +0.8% |
| 30D | +10.7% | -16.6% | +27.3% | +13.6% |
| 3M | +13.4% | -7.3% | +20.7% | +11.7% |
| 6M | +144.6% | +45.9% | +98.6% | +113.2% |
| YTD | +128.0% | +78.2% | +49.9% | +89.4% |
| 1Y | +68.7% | +159.8% | -91.2% | +28.4% |
| 3Y | +398.8% | +123.4% | +275.4% | +227.5% |
| All | +398.8% | +115.7% | +283.1% | +227.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling